Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s USCB Financial Holdings USCB Stock Holding History

Jacobs Levy Equity Management’s Portfolio USCB Stock Details USCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,479
Closed -$239K – 1123
2025
Q2 		$239K Sell
14,479
-14,600
-50% -$245K ﹤0.01% 965
2025
Q1 		$540K Hold
29,079
– – ﹤0.01% 910
2024
Q4 		$516K Hold
29,079
– – ﹤0.01% 812
2024
Q3 		$443K Hold
29,079
– – ﹤0.01% 847
2024
Q2 		$373K Sell
29,079
-2,347
-7% -$27.3K ﹤0.01% 869
2024
Q1 		$358K Buy
+31,426
New +$363K ﹤0.01% 843

Other funds holding USCB

Patriot Financial Partners GP II
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mendon Capital Advisors
Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return
Curi RMB Capital
Curi RMB Capital Chicago, Illinois $6.48B AUM 30.25% 1-Year Est. Return
Basswood Capital Management
Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return
Pacific Ridge Capital Partners
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Jacobs Levy Equity Management's USCB Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of USCB Financial Holdings (USCB) in Q3 2025, closing a stake of 14,479 shares — an estimated $239K sold.

Jacobs Levy Equity Management first reported a position in USCB in Q1 2024 and held it in 6 quarters. The position peaked at $540K in Q1 2025. 84 funds tracked by Wall St. Rank hold USCB as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining USCB Financial Holdings position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 14,479 USCB Financial Holdings shares in Q3 2025, an estimated $239K.
  • Jacobs Levy Equity Management first reported a position in USCB Financial Holdings in Q1 2024 and held it in 6 quarters.
  • Jacobs Levy Equity Management's USCB Financial Holdings position peaked at $540K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held USCB Financial Holdings as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.